Civic Intelligence

A Sigmund Weil Testamentary Trust

990PF • Fiscal year 2014 • EIN 63-6147448

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
PO Box 2450Montgomery, AL 36102-2450

(334) 230-6105

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$21,510

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,469,548

Up $17,574 (+1.2%) from 2013

Net Assets

Up

$1,469,548

Up $17,574 (+1.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin69th percentile

Revenue

Up

$118,388

Up $23,393 (+25%) from 2013

Expenses

Up

$100,814

Up $39,656 (+65%) from 2013

Net Income

Down

$17,574

Down $16,263 (-48%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,347,470Liabilities 2010: $0Net Assets 2010: $1,347,4702010Assets 2011: $1,389,333Liabilities 2011: $0Net Assets 2011: $1,389,3332011Assets 2012: $1,418,649Liabilities 2012: $0Net Assets 2012: $1,418,6492012Assets 2013: $1,451,974Liabilities 2013: $0Net Assets 2013: $1,451,9742013Assets 2014: $1,469,548Liabilities 2014: $0Net Assets 2014: $1,469,5482014Assets 2015: $1,468,276Liabilities 2015: $0Net Assets 2015: $1,468,2762015Assets 2016: $1,491,610Liabilities 2016: $0Net Assets 2016: $1,491,6102016Assets 2017: $1,462,851Liabilities 2017: $0Net Assets 2017: $1,462,8512017Assets 2018: $1,467,372Liabilities 2018: $0Net Assets 2018: $1,467,3722018Assets 2019: $1,469,266Liabilities 2019: $0Net Assets 2019: $1,469,2662019Assets 2020: $1,422,527Liabilities 2020: $0Net Assets 2020: $1,422,5272020Assets 2021: $1,416,019Liabilities 2021: $0Net Assets 2021: $1,416,0192021Assets 2022: $1,451,879Liabilities 2022: $0Net Assets 2022: $1,451,8792022Assets 2023: $1,622,351Liabilities 2023: $0Net Assets 2023: $1,622,3512023Assets 2024: $1,583,885Liabilities 2024: $0Net Assets 2024: $1,583,8852024

Highlighted filing

2014

Assets$1,469,548
Liabilities$0
Net Assets$1,469,548
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $58,4082010Expenses 2011: $59,7462011Expenses 2012: $71,3282012Revenue 2013: $94,995Expenses 2013: $61,158Net Income 2013: $33,8372013Revenue 2014: $118,388Expenses 2014: $100,814Net Income 2014: $17,5742014Revenue 2015: $113,894Expenses 2015: $115,230Net Income 2015: -$1,3362015Revenue 2016: $131,606Expenses 2016: $108,423Net Income 2016: $23,1832016Revenue 2017: $80,079Expenses 2017: $108,838Net Income 2017: -$28,7592017Revenue 2018: $112,945Expenses 2018: $107,336Net Income 2018: $5,6092018Revenue 2019: $109,831Expenses 2019: $108,680Net Income 2019: $1,1512019Revenue 2020: $61,651Expenses 2020: $107,475Net Income 2020: -$45,8242020Revenue 2021: $104,031Expenses 2021: $110,161Net Income 2021: -$6,1302021Revenue 2022: $146,424Expenses 2022: $109,896Net Income 2022: $36,5282022Revenue 2023: $282,266Expenses 2023: $111,590Net Income 2023: $170,6762023Revenue 2024: $77,843Expenses 2024: $116,164Net Income 2024: -$38,3212024

Highlighted filing

2014

Revenue$118,388
Expenses$100,814
Net Income$17,574
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$21,510-$21,510
Filing and Contact Details

Filer

Filer Name
A Sigmund Weil Testamentary Trust
EIN
63-6147448
Phone
3342306105
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Glenda Freeman
Title
Trust Officer
Phone
3342306105
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co Pc
Address
P O BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Rita O Brown
Phone
3348347660
Raw XML Appendix341 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTGOMERY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03342306105
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt119167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt219167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt319167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEORGIA INSTITUTE OF TECHNOLOGY COLLEGE OF ENGINEERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARRISON SCHOOL OF PHARMACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST PAUL'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE MOST WORSHIPFUL GRAND LODGE F & AM OF FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 NORTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1217 WALKER BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SELMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030332
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136849
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076668
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt076647
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076668
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085790
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076647
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0185
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086
TaxesSchedule/TaxesDetail/Amt01346
TaxesSchedule/TaxesDetail/Amt169
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1AD VALOREM TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt169
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENDA FREEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306105
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A SIGMUND WEIL TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEIL
ReturnHeader/Filer/EIN0636147448
ReturnHeader/Filer/PhoneNum03342306105
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2450
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0361022450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA O BROWN
ReturnHeader/ReturnTs02015-05-12T11:11:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,469,548
Liabilities
$0
Net assets
$1,469,548
Revenue
$118,388
Expenses
$100,814
Net income
$17,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.28$0.11$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.15$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.13$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.12$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09$0.06$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06